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Original filing (PDF)20260129165947NAL0006781376001
SMITH SEED SERVICES, LLC
Form 5500
FILING_RECEIVED
SMITH SEED SERVICES 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
139
Accounts w/ balance
127
Plan assets (EOY)
$15.8M
Net assets (EOY)
$15.8M
How this plan invests
This plan
11 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SMITH SEED SERVICES, LLC.
Plan sponsor
Name
SMITH SEED SERVICES, LLC
EIN
93-0666692
Address
P.O. BOX 288 · HALSEY, OR · 97348
Phone
(541) 369-2831
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-01-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GRAY, GRAY & GRAY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, LLC | 20-5916766 | — | N/A | $27K | — |
| SENTINEL PENSION ADVISORS | 04-3422848 | — | N/A | $23K | — |
Investments
13 direct securities · 11 pooled funds· $15.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$13.8M
11 holdings
Uncategorized
$2.0M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SPA BALANCED PORTFOLIO GREAT GRAY TRUST COMPANY · EIN 81-4576579 / PN 316 | Common Collective Trust | — | — | $3.4M | 21.3% | |
| BLACKROCK EQUITY INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $3.0M | 19.2% | |
| SPA GROWTH PORTFOLIO GREAT GRAY TRUST COMPANY · EIN 81-4586721 / PN 317 | Common Collective Trust | — | — | $3.0M | 19.1% | |
| SPA AGGRESSIVE PORTFOLIO GREAT GRAY TRUST COMPANY · EIN 81-4599793 / PN 318 | Common Collective Trust | — | — | $1.7M | 10.7% | |
| GALLIARD STABLE RETURN FUND WELLS FARGO · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $1.2M | 7.7% | |
| SPA MODERATE PORTFOLIO GREAT GRAY TRUST COMPANY · EIN 81-4559880 / PN 315 | Common Collective Trust | — | — | $1.0M | 6.4% | |
| Vanguard Growth Index Admiral Mutual funds | — | — | — | $639K | 4.0% | |
| PGIM Total Return Bond R6 Mutual funds | — | — | — | $422K | 2.7% | |
| SPA CONSERVATIVE PORTFOLIO GREAT GRAY TRUST COMPANY · EIN 38-4139840 / PN 620 | Common Collective Trust | — | — | $349K | 2.2% | |
| maturing through 2032 - | — | — | — | $158K | 1.0% | |
| MFS International Intrinsic Value R6 Mutual funds | — | — | — | $155K | 1.0% | |
| Parnassus Core Equity Institutional Mutual funds | — | — | — | $117K | 0.7% | |
| GQG Partners Emerging Markets Equity R6 Mutual funds | — | — | — | $105K | 0.7% | |
| JHancock Disciplined Value Mid Cap R6 Mutual funds | — | — | — | $103K | 0.6% | |
| Carillon Eagle Mid Cap Growth R6 Mutual funds | — | — | — | $102K | 0.6% | |
| BLACKROCK MID CAP EQUITY INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $87K | 0.5% | |
| Vanguard Real Estate Index Admiral Mutual funds | — | — | — | $62K | 0.4% | |
| MFS Value R6 Mutual funds | — | — | — | $57K | 0.4% | |
| BLACKROCK RUSSELL 2000 INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $48K | 0.3% | |
| Loomis Sayles Small Cap Growth N Mutual funds | — | — | — | $30K | 0.2% | |
| BLACKROCK U.S. DEBT INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $14K | <0.1% | |
| BlackRock Strategic Income Opps K Mutual funds | — | — | — | $12K | <0.1% | |
| BLACKROCK EAFE EQUITY INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $10K | <0.1% | |
| American Beacon Small Cap Value R6 Mutual funds | — | — | — | $7K | <0.1% |
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